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Forum Financial Management’s Linde LIN Stock Holding History

Forum Financial Management’s Portfolio LIN Stock Details LIN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$283K Hold
546
– – ﹤0.01% 280
2026
Q1 		$271K Sell
546
-4,590
-89% -$2.17M ﹤0.01% 270
2025
Q4 		$2.19M Sell
5,136
-25
-0.5% -$10.7K 0.03% 136
2025
Q3 		$2.45M Buy
5,161
+634
+14% +$300K 0.03% 117
2025
Q2 		$2.12M Buy
4,527
+287
+7% +$131K 0.03% 118
2025
Q1 		$1.97M Buy
4,240
+82
+2% +$36.9K 0.03% 120
2024
Q4 		$1.74M Buy
4,158
+565
+16% +$257K 0.03% 135
2024
Q3 		$1.71M Sell
3,593
-1
-0% -$456 0.03% 123
2024
Q2 		$1.58M Buy
3,594
+5
+0.1% +$2.2K 0.03% 125
2024
Q1 		$1.67M Hold
3,589
– – 0.03% 135
2023
Q4 		$1.47M Buy
3,589
+78
+2% +$30.8K 0.03% 122
2023
Q3 		$1.31M Sell
3,511
-32
-0.9% -$12.2K 0.03% 129
2023
Q2 		$1.35M Buy
3,543
+28
+0.8% +$10.2K 0.03% 123
2023
Q1 		$1.25M Buy
3,515
+30
+0.9% +$10K 0.04% 122
2022
Q4 		$1.14M Sell
3,485
-1
-0% -$313 0.04% 120
2022
Q3 		$940K Sell
3,486
-282
-7% -$81K 0.05% 119
2022
Q2 		$1.08M Buy
3,768
+305
+9% +$95.3K 0.05% 115
2022
Q1 		$1.11M Sell
3,463
-4
-0.1% -$1.24K 0.05% 111
2021
Q4 		$1.2M Buy
+3,467
New +$1.12M 0.06% 103

Other funds holding LIN

WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
CDDEC
Caisse Des Depots Et Consignations Paris, France $5.91B AUM 35.65% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
CGI
Comgest Global Investors Paris, France $4.55B AUM 11.62% 1-Year Est. Return
AAIS
ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Forum Financial Management's LIN Position: Q2 2026 in Review

Forum Financial Management held its Linde (LIN) position steady in Q2 2026 at 546 shares worth $283K. The position accounts for ﹤0.01% of the portfolio, ranked #280.

Forum Financial Management first reported a position in LIN in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.45M in Q3 2025. 720 funds tracked by Wall St. Rank hold LIN as of Q2 2026.

  • Forum Financial Management held 546 shares of Linde worth $283K as of Q2 2026.
  • Forum Financial Management left its Linde share count unchanged in Q2 2026.
  • Linde made up ﹤0.01% of Forum Financial Management's portfolio in Q2 2026, its #280 holding.
  • Forum Financial Management first reported a position in Linde in Q4 2021 and has held it in 19 quarters since.
  • Forum Financial Management's Linde position peaked at $2.45M in Q3 2025.
  • 720 funds tracked by Wall St. Rank held Linde as of Q2 2026.

Based on Forum Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.